Bringing in records from your old program

Account → Company Profile → Bring in records from another program. Only a Company Admin can import. Download the template: it has a Records sheet to fill in, a sheet explaining each column with an example, and a Your items sheet listing your policies, procedures, courses and certificates exactly as they are named in FieldTec. An export from your old program works too, with its headings renamed to match.

• One row per record: Type (Policy, Procedure, Training, Certificate or Orientation), Person, Email (if two people share a name), Item, Version, Date, Expires and Notes.
• Check the rows first. Nothing is saved until you press Import. Anyone the file does not identify is listed for you to pick; a row whose item is not in FieldTec is skipped, not created, so add the item first and import that row again.
• Dates count from the day it was signed, completed or issued in the old program. Training and certificate expiry runs from that day, so something already past its date comes in as expired.
• A policy or procedure signed on an older major version is kept as history, and the person still signs the current one. Anything FieldTec already has that is as new or newer is left alone, and a decline in FieldTec stands.
• Attach proof when you import: the old program's export, a signed sheet or scans. Certificates need it, because it becomes the file on each certificate.

Everything imported says so: the Acknowledgments tab and the person's own policy page show "Imported: signed 12 Mar 2025 in SafetySync". Every import is listed on the same page, with each row's result. Remove undoes what one row brought in and keeps the row, struck through, with who removed it, when and why.